Project Summary report

The Project Summary report shows a basic summary of your project financials. You must be Projects enabled and have access to Reports to view and generate reports from the Projects section of the Reports tab.

You can only activate Xero Projects through your accountant or bookkeeper. If you need an advisor, see our Xero advisor directory (xero.com).
Your user role will determine whether you can see this report, and whether you can save and publish or just view it.

When you run the Project Summary report it will show a summary of project financials on all projects with the selected Project State as at the selected date. There must be activity on the project for it to appear on the report. For example, you added time to a task, or created an invoice from the project.

Access and run the Project Summary report

  1. In the Reports menu, select All Reports.

  2. Under Projects, click Project Summary.

  3. Select a Project State and Date.

  4. Click Update to view your report.

  5. Image showing selection of project detail report date range.

If you click on a project in the report it will take you to the details view for that project.

Refine the Project Summary report settings

Click Report Settings to refine your report settings or apply filters.

Report settings button

Project Summary report settings explained

Image of project detail report settings.

Project State

The status of the projects to include in the report:

  • All - all projects in your organization.
  • In progress - projects that are currently active.
  • Closed - projects that you have closed, such as completed projects.

Date Range

The report will show the project financials from the start of the project up to the selected date. Choose to see project activity as at:

  • Today - the day you run the report.
  • End of Last Month, End of Last Quarter, or End of Last Financial Year - the last day of the selected period.
  • Custom - the day you select from the date drop-down menu.

For example, if you wanted to see how your project financials tracked month over month, you could run the Project Summary report at the end of each month and select the End of Last Month option.

Numbers

Numbers will show to 2 decimal places by default. To show only round numbers, clear the Show decimals checkbox.

Layout

Set whether transaction data is grouped or summarized on your report and what variable it is gathered by. Select:

  • Standard for no grouping.
  • Group By... to list transactions by your selected variable.
  • Summarize By... to display sum totals only for your selected variable.

Columns

Select the checkbox for each column you want to show on the report. Clear a checkbox to hide a column.

Project Summary report custom columns

Add a filter

Click Add a filter and select a column to filter by, then enter or select details. As you add more filters, the report displays results based on all your filters combined.

project details report filter options